Compare · 2 funds side by side · dividends reinvested

FIZY and VIG

FIZYNicholasx×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 03

FIZY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.1

Fitz-Gerald Must Have Portfolio® and Options Overlay ETFUnsorted0.99%3.12%[…][…][…][…][…][…]$13M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FIZY 2026 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fitz-Gerald Must Have Portfolio® and Options Overlay ETF · $13M[…]

FIZY

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 32.1% in common

FIZYMeasureVIG

[…]Year to dateJan 1 → Nov 6+12.1%

[…]1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.99%Expense ratio$99 · $4 a year on $10k · lower is better0.04%

3.12%Trailing 12-mo yield$312 · $150 a year on $10k1.50%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.8%

FIZYVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FIZY vs VIG: Top 5 Holdings

Today

FIZY

27.0%in top 5

VIG

in top 522.1%

FIZYStockVIG

5.9%PLTRnot top 5

5.9%AAPL4.9%

5.4%CRWDnot top 5

5.0%WMTnot top 5

4.9%LLY4.1%

not top 5MSFT4.9%

not top 5AVGO4.3%

not top 5JPM3.9%

Held in common32.1%

End-of-day Nov 6, 2026 · share of each fund

FIZY vs VIG Returns, Every Period

NicholasxFIZY

[…]

past year

VIGVanguard

+14.3%

past year

Returns […]

FIZYVIGFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FIZY vs VIG

YTD

NicholasxFIZY

[…]

VIGVanguard

+12.1%

[…]Year to date+12.1%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.8%

3.1%Yield1.5%

$13.3MAssets$109B

1–0FIZY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FIZY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FIZY0.99%$99

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FIZY, VIG

3.12%highest, FIZY

FundTrailing yieldYield$10k

FIZY3.12%$312

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$213most kept, FIZY

FIZY$312 − $99 = $213

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FIZY, VIG

Today

32.1%most shared, FIZY and VIG

FIZYVIG

FIZY—32.1%

VIG32.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

FIZYWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FIZYVIG

[…]Year to date+12.1%

3.1%Yield1.5%

[…]Past year+14.3%

0.99%Fee0.04%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026